Open Forum

Expand all | Collapse all

Planning Worksheet

  • 1.  Planning Worksheet

    GOLD CONTRIBUTOR
    Posted 6 days ago
    ​Looking for suggestions on how to figure out if you have everything you need available before releasing orders (production orders) off the planning worksheet?  We are currently on 2016 but moving to BC next year.  Trying to avoid releasing production orders and then finding out there is not enough stock on hand to finish it.  Thoughts?

    ------------------------------
    Robin Mitschke
    Manufacturing ERP Coordinator
    PECKHAM, INC
    LANSING MI
    ------------------------------


  • 2.  RE: Planning Worksheet

    TOP CONTRIBUTOR
    Posted 6 days ago
    Are you Releasing your Production Orders straight from the Planning Worksheet?  If so, you'll want to run the MPS/MRP process together, so everything required is listed in the suggestions.  Keep in mind if you have any components that have a BLANK Reordering Policy, they will not get a suggestion in the Planning Worksheet.

    The "danger" of creating the Production Orders in "Released" status from the Planning Worksheet are the dates.  The Planning Worksheet may say you have to start your Production Order today, as well as buy materials required for the production.  However, due to Vendor lead times the materials won't arrive for a few days.  Now you have a Production Order "released" to the floor that doesn't have material available to complete it.

    I think there is a standard "BOM Shortage" report, but it might be part of a Manufacturing Add-On we always use.  The concept being when the BOM Shortage shows no issues you Release the Production Order.

    I don't know if there will ever be a perfect system for automating the Release of the Production Orders, but using the Planning Worksheet with proper time fencing should get you very close.

    ------------------------------
    Ben Baxter
    Consultant
    Accent Software, Inc.
    carmel IN
    ------------------------------



  • 3.  RE: Planning Worksheet

    GOLD CONTRIBUTOR
    Posted 6 days ago
    @Ben Baxter - All items have a re-order policy.  We push the finished goods to firm plan before turning to release.  As far as dates go, well there is an area that we need clean up in.  I'm stressing to everyone that dates are extremely important.  So right now we use them as "guidance".  We have had instances where we release finish goods to production orders ​

    ------------------------------
    Robin Mitschke
    Manufacturing ERP Coordinator
    PECKHAM, INC
    LANSING MI
    ------------------------------



  • 4.  RE: Planning Worksheet

    Posted 5 days ago
    The biggest find for me was the field on the Firm Planned Production Order Lines "Planning Flexibility".  If you leave this field populated with the default "unlimited", NAV will tell you to cancel or reschedule the production order if you don't have enough demand for the item and therefore will not drill into the components required.  If you change this field to "None", you're telling NAV you don't care what demand is just do it.

    This is also helpful on Purchase Order Lines.

    Do be cautious with dates though.  If you have an order scheduled for receipt/output prior to your planning start date, it will be ignored and could cause over ordering/production.

    ------------------------------
    Mark Buckingham
    Signature Systems Group, LLC
    Flower Mound TX
    ------------------------------



If you've found this thread useful, dive deeper into User Group community content by role